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Walmart
WMT

Overview Fund Activity

1,396 hedge funds and large institutions have $73B invested in Walmart in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 540 increasing their positions, 583 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+13
Holders Change %
+0.94%
% of All Funds
40.15%
Holding in Top 10
57
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-25%
% of All Funds
1.64%
New
72
Increased
540
Reduced
583
Closed
52
Calls
$957M
Puts
$1.09B
Net Calls
-$135M
Net Calls Change
-$461M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$714M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$235M
3
SOMRS
State of Michigan Retirement System
Michigan
+$232M
4
State Street
State Street
Massachusetts
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$168M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$575M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$229M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$185M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$119M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
DG
601
Davidson & Garrard
Virginia
$3.45M -$39.4K -1,575 -1%
AAC
602
Asset Advisors Corp
Georgia
$3.43M +$511K +20,400 +17%
AWM
603
Altavista Wealth Management
North Carolina
$3.43M +$41.3K +1,650 +1%
AAM
604
Aston Asset Management
Illinois
$3.41M -$21.2K -849 -0.6%
WB
605
WesBanco Bank
West Virginia
$3.41M -$245K -9,777 -7%
OSAM
606
O'Shaughnessy Asset Management
Connecticut
$3.41M +$106K +4,218 +3%
Daiwa Securities Group
607
Daiwa Securities Group
Japan
$3.41M -$128K -5,100 -4%
WT
608
Washington Trust
Rhode Island
$3.38M -$120K -4,800 -3%
QIM
609
Quest Investment Management
Oregon
$3.33M – – –
GF
610
Gerstein Fisher
New York
$3.32M -$6.61K -264 -0.2%
AB
611
Amalgamated Bank
New York
$3.31M +$274K +10,953 +9%
QCMC
612
Quantum Capital Management (California)
California
$3.31M +$4.05K +162 +0.1%
PIM
613
Profit Investment Management
Maryland
$3.31M – – –
1SB
614
1ST Source Bank
Indiana
$3.3M -$189K -7,539 -5%
FAT
615
First American Trust
California
$3.29M -$50.6K -2,022 -2%
BG
616
Bahl & Gaynor
Ohio
$3.29M -$636K -25,404 -16%
LK
617
Lumbard & Kellner
New Hampshire
$3.27M +$2.94M +117,525 +890%
MYAM
618
Meiji Yasuda Asset Management
Japan
$3.25M -$28.9K -1,155 -0.9%
K
619
Kemper
Illinois
$3.23M – – –
ATC
620
Argent Trust Company
Louisiana
$3.23M -$184K -7,353 -5%
LWCFA
621
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.21M -$329K -13,149 -9%
CGI
622
Caerus Global Investors
New York
$3.21M +$2.16M +86,220 +205%
TCCM
623
Timber Creek Capital Management
Massachusetts
$3.16M +$3.16M +126,117 New
FFBTD
624
First Financial Bank - Trust Division
Ohio
$3.15M +$13.9K +555 +0.4%
LCP
625
Legacy Capital Partners
Wisconsin
$3.13M -$58.2K -2,325 -2%
23 24
25
26 27